David Kenny
David Kenny is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Clair Shores, MI, with 40 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
27735 Jefferson Ave, Saint Clair Shores, MI, 48081
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2015Other Business Activities
David works as a financial advisor at Brayton Asset Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Fifth Third/the Ohio CompanyBroker
Miller, Johnson & Kuehn, IncorporatedBroker
Juran & Moody, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
The Ohio CompanyBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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